Hi - I’ve created a custom property on the Company level to segment the companies based on our internal segmentations. I’m looking for a way to then go to Deals and filter all deals based on this company property. I can only seem to filter based on Deal properties or associated company - any ideas?
Hi @mgww-morten This is working as designed. It is not possible to filter deals based on a compamy property.
Ed
Is this a feature that is planned to be added? I agree with the original poster that it would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we’re running a campaign and I have a property for leads (in the Company status), once those become Deals, there is no way to track that property any longer, outside of exporting mutliple views to Excel and using vlookups.
Hi @MattF This is a great suggestion. Can you head over to the ideas forum and add this as a post?
Ed
Will do! Here’s the link if you want to upvote! Thanks.